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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

755 hedge funds and large institutions have $5.37B invested in Real Estate Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 281 increasing their positions, 252 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+16
Holders Change %
+2.17%
% of All Funds
10.05%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.15%
New
129
Increased
281
Reduced
252
Closed
99
Calls
$34M
Puts
$175M
Net Calls
-$141M
Net Calls Change
+$21M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$113M
2
Wells Fargo
Wells Fargo
California
+$95.1M
3
MWM
Modern Wealth Management
Kansas
+$25.1M
4
MIC
Means Investment Company
Maine
+$18.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$17.3M

Top Sellers

1
Squarepoint
Squarepoint
New York
-$192M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$78.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$62.8M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$52.9M
5
WA
WestEnd Advisors
North Carolina
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
451
Rovin Capital
Arizona
$445K +$127K +3,108 +40%
PVI
452
Pine Valley Investments
New Jersey
$443K -$4.03K -99 -0.9%
DC
453
Davenport & Co
Virginia
$441K -$1.6M -39,441 -78%
FPAS
454
Focus Partners Advisor Solutions
Missouri
$440K -$384K -9,446 -47%
IBOK
455
Independence Bank of Kentucky
Kentucky
$440K +$235K +5,790 +115%
Tudor Investment Corp
456
Tudor Investment Corp
Connecticut
$440K -$4.97M -122,197 -92%
1CP
457
17 Capital Partners
Arizona
$437K +$59.8K +1,470 +16%
GFPC
458
Global Financial Private Client
Florida
$429K +$149K +3,657 +53%
CWM
459
Cranbrook Wealth Management
Michigan
$423K – – –
HAS
460
HBW Advisory Services
California
$419K +$2.12K +52 +0.5%
BFC
461
Blue Fin Capital
Rhode Island
$413K +$39.8K +979 +11%
UCFA
462
United Capital Financial Advisors
Texas
$412K -$23.2K -571 -5%
CFB
463
Cullen/Frost Bankers
Texas
$412K +$84.9K +2,087 +26%
SFG
464
Snider Financial Group
Washington
$412K +$412K +10,119 New
WFA
465
WMG Financial Advisors
Tennessee
$405K +$405K +9,950 New
OIS
466
Okabena Investment Services
Minnesota
$397K +$26.2K +644 +7%
AWM
467
Atticus Wealth Management
Florida
$387K -$2.24K -55 -0.6%
CGFA
468
Colton Groome Financial Advisors
North Carolina
$386K +$386K +9,484 New
AF
469
Apexium Financial
Texas
$385K +$3.17K +78 +0.8%
SWP
470
Strategic Wealth Partners
Ohio
$384K +$384K +9,083 New
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$383K +$62.4K +1,535 +19%
WAS
472
Wealth Advisory Solutions
Indiana
$381K -$15.9K -391 -4%
QC
473
Quantessence Capital
New York
$377K +$377K +9,268 New
CAG
474
Csenge Advisory Group
Florida
$373K -$42K -1,033 -10%
WA
475
Wambolt & Associates
Colorado
$373K -$20.6K -507 -5%
17 18
19
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